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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1051
Rathbones Group
United Kingdom
$666K – – –
SFS
1052
Strategic Financial Services
New York
$664K – – –
RA
1053
RFG Advisory
Alabama
$662K +$19K +98 +3%
CIA
1054
Capital Investment Advisors
Georgia
$662K -$28.9K -149 -4%
HCM
1055
Hall Capital Management
Rhode Island
$662K +$14.7K +76 +2%
IF
1056
Ironwood Financial
Arizona
$660K +$99.9K +515 +17%
SWPG
1057
Strategic Wealth Partners Group
Illinois
$659K +$235K +1,211 +51%
DI
1058
DFPG Investments
Utah
$657K +$6.01K +31 +0.9%
IGWM
1059
ICA Group Wealth Management
Colorado
$651K -$842K -4,343 -56%
National Bank of Canada
1060
National Bank of Canada
Quebec, Canada
$651K -$22.3K -115 -3%
MPW
1061
MGO Private Wealth
California
$642K +$59.7K +308 +10%
MFA
1062
Mayflower Financial Advisors
Massachusetts
$642K -$388 -2 -0.1%
TC
1063
Trilogy Capital
California
$640K -$60.7K -313 -8%
TP
1064
Tranquility Partners
Tennessee
$639K -$73.3K -378 -10%
BWM
1065
Baystate Wealth Management
Massachusetts
$637K -$691K -3,564 -51%
PMG
1066
ProVise Management Group
Florida
$636K -$23.7K -122 -4%
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$636K +$417K +2,149 +178%
FPTW
1068
Franklin, Parlapiano, Turner & Welch
Texas
$634K – – –
SWM
1069
Stockman Wealth Management
Montana
$633K +$10.9K +56 +2%
BFO
1070
Biltmore Family Office
North Carolina
$629K – – –
Principal Financial Group
1071
Principal Financial Group
Iowa
$629K +$46.9K +242 +8%
PSCM
1072
Per Stirling Capital Management
Texas
$628K -$749K -3,860 -54%
OIA
1073
Optimum Investment Advisors
Illinois
$627K – – –
WFA
1074
Websterrogers Financial Advisors
South Carolina
$624K -$129K -663 -17%
ONB
1075
Old National Bancorp
Indiana
$624K – – –